See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.2+ years Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Contract Administrator | $7,188 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $5,845 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,160 | $36,916+138.8% | $156,549-43.7% | $57,658+52.9% |
| Participation rate | 94.6% | 63.4%+31.1pp | 84.0%+10.6pp | 70.2%+24.4pp |
| Annual return | 7.88% | 12.38%-4.5pp | 32.23%-24.3pp | 5.13%+2.7pp |
| Employer contribution / active EE | $4,241 | $1,571+170.0% | $5,501-22.9% | $1,974+114.9% |
| Participant deferral / active EE | $4,264 | $1,926+121.4% | $4,871-12.5% | $3,061+39.3% |
| Admin fee / account holder | $28 | $82-66.5% | $13,027-99.8% | $95-70.8% |